Searching for Customers
The customer search is available via the customer list view.
Simple Customer Search
The Simple Search mask allows you to search for a customer by its name or ID. To use the Simple Search mask:
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Select the channel from the context selection box, then select Customers | Customers.
This displays all customers and users in a single list view.
- Specify the customer name or ID to be retrieved.
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Click Find.
The results are displayed in the list view.
Advanced Customer Search
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Select the channel from the context selection box, then select Customers | Customers.
This displays all customers and users in a single list view.
- Click Switch to Advanced Search.
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Specify your search criteria in the corresponding fields.
The following criteria are available:
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Customer ID
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Company Name
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Customer Type
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User ID
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Login
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User Name
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Creation Date
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Activation Status
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Approval Status
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Click Find.
The results are displayed in the list view.